The quotes list & statuses
Read the quotes list, filter it, and know what each status means.
What this is for
The quotes list is where every quote lives — drafts, sent, accepted. Learn to read it so you always know what needs following up and what is ready to become a job.
Step by step
- 1
Open Quotes from the sidebar to see all your quotes.
- 2
Use search and the status filters to narrow to what you need — drafts to finish, sent quotes to chase.
- 3
Open any quote to see its detail, or start a new one with the New quote button.
Tips & gotchas
- Chase 'sent' quotes that have gone quiet — the follow-up alerts in the sidebar help you spot them.